1Y
+3.46%
3Y
+21.49%
5Y
+17.96%
Since Inception
+20.95%
Sharpe
0.89
Sortino
1.47
Max Drawdown
-24.33%
Volatility
15.69%
Alpha
+10.42%
Beta
1.05
Info Ratio
1.52
Up / Down Capture
130 / 81
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹8.2K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#129 of 238
Top 54%
3Y CAGR
#20 of 143
Top 14%
5Y CAGR
#18 of 103
Top 17%
Sharpe
#27 of 237
Top 11%